Leverage technology to keep pace with the changing trends within the BFSI Industry

Banking and Financial Services

The growing base of new-age customers is compelling the Banking, Financial Services & Insurance Industry (BFSI) to redirect their efforts to provide a richer customer experience. Less to minimal switching cost coupled with multiple players in the industry has made it easy for the customers to change their service providers at the drop of a hat.

For higher customer retention and better profitability, the BFSI sector must offer an engaging user experience and convenience to its customers. Technology-enabled solutions can help companies deliver more accurate and personalized services as well as a superior customer experience.

Technological Challenges faced by our clients from the BFSI Industry

  • Data distributed across emails and multiple systems resulting in errors and data mis-match
  • Difficulty in tracking employee performance across multiple locations
  • Lack of 360-degree customer view
  • Ensure timely resolution of grievances and set standards to do so across all branches
  • Access to real-time data and insights

Solutions offered by Direction Software

  • A single coherent system as per specific customer requirements e.g. Microsoft Dynamics 365 CRM, or a custom developed system
  • Easy to use web application / web portal to track employee performance
  • An interface integrated with core banking systems to give detailed customer insights
  • Systems to effectively track manual processes e.g. cash pick-up


  • Miscommunication / misplacing of bills / tracking data in email has become obsolete
  • Easy availability of MIS Data and reports across different departments resulting in effective management, tracking, and control
  • Automatically manage SLAs through notifications and reminders
  • Improved customer satisfaction

Some of our BFSI Industry clients


BFSI Testimonials

So many success stories...

Here are just a few testimonials from some of our satisfied customers. We could not fit them all on this page please CLICK HERE to see more...

Barclays Capital

I would like to extend our appreciation for the amazing work done by you on CRM and CRM KAMLS. the professionalism that you have shown has impressed the entire team immensely.

Barclays Capital
Sudheer Singh – Tech Partner

You really have a available resource who is Customer centric, Process oriented and carries immense knowledge on Navision application. Thank you once again.

Barclays Bank PLC (India)
Mussadiq Mohammed – Lead Tech. Partner
View Case Studies View White Paper   Request a Call Back